How can I access Vault BI before my first training session?

This article is applicable only to organisations who have subscribed to the Vault BI product; and is intended for the Vault Administrator only.

For those of you that are wanting to get a head start at Vault BI before your training, there are a few things you may need to do to give yourself access.

First you will need to check that the User Group you are apart of has access to Business Intelligence. This is done in the settings menu under User Group Profiles.

Please note: There is no Write or Read access, only a tick or cross. You should also be aware of other users in your User Group before changing access as they will also be able to see Business Intelligence if you are to change it.

After this has been switched on you should know see Business Intelligence icon under the Governance module.

You will need to login again to refresh the home page.

You will also need to turn on your access in User Authorisation. If you are the Vault administrator in most instances you would give yourself Business Intelligence Admin access.

If you are unsure about the different types of access this will be covered in your initial training session.